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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-21 |
Branch Locations
2 Jericho Plaza Suite 113, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Osorio & Cimbal | New York | NY | 10/2014 | 12/2016 |
| Invest Financial Corporation | New York | NY | 10/2014 | 12/2016 |
| National Securities Corporation | Mineola | NY | 12/2016 | 07/2022 |
| B. Riley Wealth Advisors | Mineola | NY | 01/2017 | 07/2025 |
| B. Riley Wealth Management | Mineola | NY | 07/2022 | 07/2025 |
| Oppenheimer & Co. Inc. | Jericho | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2015-04-06 |
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